From a note to Bernstein clients that landed on my desktop Friday.
Read More Toni Sacconaghi: Apple's search ad business has been booming, but...
Spoiler alert: He doesn't buy it.
"We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it." -- Analyst Toni Sacconaghi
Read More Bernstein says Google's FY21 payments to Apple might reach nearly $15B
From CNBC's Squawk Box Tuesday morning.
Read More Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)
From Erik Savitz' "Apple Has Been Quietly Building a Digital Ad Business. Here Are the Numbers." posted Saturday on Barrons.com.
Read More Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021
From Daniel Martins' "This Expert Sees Apple Stock Falling 10%" posted Thursday.
Read More Guess which Apple skeptic is featured on The Street
Behind Apple's U-shaped recovery
5 years ago
5 years agoFrom Rich Smith's "Why Apple Stock Floated Higher Today" posted Tuesday on The Motley Fool.
Bernstein's top tech analyst dismissed Apple's advances as "incremental." Mad Money's frontman called them "game, set, match."
Read More Toni Sacconaghi vs. Jim Cramer on Apple's WWDC21 (dueling videos)
From a note to clients posted last week.
Read More Why Bernstein's Toni Sacconaghi is worried about tech
It's just Apple, says analyst Toni Sacconaghi in a note to clients that landed on my desktop Sunday.
Read More Bernstein: 'The FAAMG blues... or is it just Apple?'
11 Comments